Jason O’Connell

Jason O’Connell

SSA
Company
Shartru Wealth Management Pty Ltd
Title
Financial Planner
Profession
Financial Planner
Address
62 Spencer Rd, MOSMAN NSW 2088, Australia
Phone
08 6380 9200
Qualifications
Diploma in Financial Planning (Diploma) - Mentor, 2018
SMSF Adviser (Certificate) - Mentor, 2018
Financial Advisers exam (Other) - FASEA, 2020
Financial Planning (Advanced Diploma) - Mentor, 2019
MCSI (Designation) - CISI UK, 2019
SSA (Designation) - SMSF Association, 2025
Advisor

Summary

Cross border retirement planning specialising in foreign superannuation such as UK and Irish pension transfers to Australian SMSFs.

Get in touch with Jason O'Connell